Is there a way to automatically assign sales order invoice number from sales order number?

I can think of a way using VI, but it's a bit laborious. I'm sure a script could be set up to do it, but I would think there is a way within the program to set it up to just keep using the same number from Sales Order Entry in Invoice Data Entry. Probably a silly question.

  • Why?  From a business perspective, each invoice number should be unique, to make business processes work more smoothly.

  • If using invoice data entry, you can handle this by hand keying in the order number as the invoice number.  But then you can only have a single invoice per order, and you can't assign the number from Shipping Data Entry, only in invoice data entry.  With flexibility in lookups and drill down, drill around functionality; this is usually something that can be eliminated with minimal negative impact. 

  • Yes you can do this but the question is, will 100% of your sales orders/quotes become invoices. if they don't your invoice number sequencing will have gaps.

  • in reply to BigLouie

    Great point

  • in reply to StefanouM

    Indeed. 

    Most often this kind of "can we change a core functionality of Sage 100 to make it work with my bright idea?" request is just someone trying to superficially make things "easier", while in truth their idea would do just the opposite (when drilling down into the details).

  • in reply to Kevin M

    And it sets you up 3 to 5 years to have a meeting to explain "why we ever did it this way" and "whose idea was this?". Unless you are taking transcript-like notes it's almost impossible to go back 5 years and explain the reasoning.

    This becomes a bigger issue in companies where the CFO turns over steadily and each successor implementers a slightly better way of doing things.